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Kondo Wealth Advisors

Latest statistics and disclosures from Kondo Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are ITOT, AVUV, VGIT, AVDV, IDEV, and represent 54.64% of Kondo Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: VGIT, ITOT, AVUV, AVDV, IDEV, DFSD, DFEM, VTIP, SPOT, LLY.
Started 2 new stock positions in SPOT, LLY.
Reduced shares in these 10 stocks: CVLC, SUSB, IWF, CVIE, DFUS, DGRW, SCHP, MMC, DFIV, DFAT.
Sold out of its position in IWF.
Kondo Wealth Advisors was a net buyer of stock by $8.5M.
Kondo Wealth Advisors has $203M in assets under management (AUM), dropping by 2.93%.
Central Index Key (CIK): 0002070929

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Positions held by Kondo Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Kondo Wealth Advisors

Kondo Wealth Advisors holds 61 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p Ttl Stk (ITOT)	16.8	$34M	+4%	279k	122.01	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	10.9	$22M	+7%	253k	87.17	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	10.7	$22M	+9%	364k	59.40	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	8.2	$17M	+8%	237k	69.74	View chart
Ishares Tr Core Msci Intl (IDEV)	8.1	$17M	+8%	240k	68.89	View chart
Dimensional Etf Trust Short Duration F (DFSD)	5.9	$12M	+8%	250k	47.52	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	5.2	$11M	+8%	395k	26.46	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	4.3	$8.7M	+8%	174k	49.90	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	3.5	$7.1M		181k	39.36	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	3.4	$6.8M		113k	60.48	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	3.0	$6.1M		148k	41.21	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	2.0	$4.0M		67k	59.75	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	1.6	$3.3M	-11%	133k	24.99	View chart
Apple (AAPL)	1.3	$2.7M	+4%	12k	222.17	View chart
Cathay General Ban (CATY)	1.1	$2.3M		53k	43.03	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	1.0	$2.1M	-2%	26k	79.37	View chart
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC)	0.8	$1.7M	-21%	25k	68.94	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.7	$1.5M	-4%	19k	78.28	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.6	$1.2M	-5%	24k	51.49	View chart
Microsoft Corporation (MSFT)	0.5	$1.1M	+17%	2.9k	375.59	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.5	$1.1M		18k	58.16	View chart
NVIDIA Corporation (NVDA)	0.5	$1.1M	-2%	9.7k	108.38	View chart
Morgan Stanley Etf Trust Calvert Internat (CVIE)	0.5	$1.0M	-16%	18k	57.90	View chart
United Parcel Service CL B (UPS)	0.5	$1.0M	-5%	9.4k	110.00	View chart
Amazon (AMZN)	0.5	$1.0M	+3%	5.3k	190.26	View chart
Marsh & McLennan Companies (MMC)	0.5	$970k	-8%	4.0k	244.03	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.5	$959k		43k	22.08	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.5	$945k	+2%	12k	76.57	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.4	$784k	-2%	25k	31.96	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$727k		7.0k	104.57	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$722k		13k	53.97	View chart
Walt Disney Company (DIS)	0.4	$714k		7.2k	98.73	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$680k		1.2k	561.90	View chart
Carvana Cl A (CVNA)	0.3	$664k	-8%	3.2k	209.08	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.3	$646k	-14%	8.1k	79.86	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$469k	+4%	880.00	532.58	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$450k	-6%	2.3k	199.52	View chart
Wisdomtree Tr Intl Qulty Div (IQDG)	0.2	$443k	-8%	12k	35.68	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.2	$434k	-19%	16k	26.89	View chart
Meta Platforms Cl A (META)	0.2	$425k	+3%	738.00	576.36	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$419k	-2%	748.00	559.56	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$416k		5.5k	75.65	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$369k	-9%	787.00	469.07	View chart
JPMorgan Chase & Co. (JPM)	0.2	$332k	+2%	1.4k	245.37	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$313k	+4%	2.0k	154.64	View chart
Costco Wholesale Corporation (COST)	0.2	$313k		330.00	948.17	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$311k		2.0k	156.23	View chart
Verizon Communications (VZ)	0.2	$305k		6.7k	45.36	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$290k		6.9k	42.08	View chart
Netflix (NFLX)	0.1	$284k	+5%	304.00	932.53	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$266k		9.4k	28.15	View chart
Tesla Motors (TSLA)	0.1	$247k	+17%	951.00	259.16	View chart
Caterpillar (CAT)	0.1	$243k	-17%	737.00	329.80	View chart
S&p Global (SPGI)	0.1	$241k		475.00	508.10	View chart
Bank of America Corporation (BAC)	0.1	$235k		5.6k	41.73	View chart
Mastercard Incorporated Cl A (MA)	0.1	$231k	+3%	421.00	548.12	View chart
Procter & Gamble Company (PG)	0.1	$226k	+5%	1.3k	170.45	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.1	$225k	+2%	5.2k	43.64	View chart
Broadcom (AVGO)	0.1	$215k	+6%	1.3k	167.43	View chart
Spotify Technology S A SHS (SPOT)	0.1	$205k	NEW	373.00	550.03	View chart
Eli Lilly & Co. (LLY)	0.1	$205k	NEW	248.00	826.32	View chart

Past Filings by Kondo Wealth Advisors

SEC 13F filings are viewable for Kondo Wealth Advisors going back to 2025

Kondo Wealth Advisors 2024 Q4 filed June 11, 2025
Kondo Wealth Advisors 2025 Q1 filed June 11, 2025

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